Estate Planning Software for Advisors that's Been Proudly Independent Since 2021

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The Client Estate Planning Experience Sucks!

After hearing his aunt suddenly pass away without an estate plan in place, and seeing his cousins pick up the proverbial pieces, Matt Morris realized there has to be a better solution to ensuring everyone has an estate plan. And with his career in WealthTech serving financial advisors, Matt was surprised that such a solution didn’t exist despite the fact that advisors have been helping clients with estate planning for decades and that existing solutions in DIY estate planning tools and local estate attorneys haven’t closed the estate planning gap.

On the other end of the spectrum, Mike Bennett, an estate planner, has been passionate about estate planning since law school. But, he was frustrated at how as a solo estate planner, he could only help so many people get their estate plans done and that fighting the estate planning procrastination problem is a Sisyphean task at times!

After being introduced through mutual friends and commiserating, both Matt and Mike realized that the broken client estate planning experience could be solved by empowering advisors with the right technology. And thus, EncorEstate Plans was born. In Matt, Mike, and the Encore team’s eyes, advisors are the key people to helping clients stop procrastinating on their estate plans and just getting their plans done.

Intentionally Independent

Since its founding in 2021, Encore went from helping complete 100 estate plans in its first year to now ensuring the completion of thousands of estate plans every year. By building technology around the trusted human, and providing industry-leading estate planning support to thousands of advisors at no cost, Encore has been able to bootstrap and scale its success over the years.

Unlike many firms raising tens of millions in venture capital, we're bootstrapped and we answer only to our real customers: you, the trusted advisor. We're funding our own growth through profitability and we have 100% control over our direction. This allows Encore to avoid conflicts with VCs that prioritize big, fast returns over advisor success (Matt Morris, our CEO, and Matt Pistone, our CTO, previously played pivotal roles at Riskalyze – now Nitrogen – where they built a venture-backed company, and experienced the challenge of serving both advisors and investors interests).

As a result, we're able to stay laser-focused on our primary mission: empowering financial advisors to deliver the best estate planning client experience available. Our vision is rooted in sustainability, independence, and unwavering focus on the financial advisors we serve.

With millions of Americans who need an estate plan (or need to update theirs), we have our work cut out for us. But, we're driven day in and day out by the work advisors do in ensuring that every American has an up-to-date and funded estate plan.

Being bootstrapped and answering only to advisors means we can:

Be a Pay As You Go platform vs. requiring a subscription
Provide Human Review on every estate document
Incorporate Property Deed Filing for Trust funding that requires human effort
Give away unlimited estate planning support at no extra cost to ensure advisors' success

Self-funding enables us to deliver estate planning as a service to advisors combined with great technology

How We Roll

Our estate planning team is made up of attorneys, paralegals, and Certified Estate Planners that have 100+ years of combined estate planning experience. They provide unlimited support to advisor, even for advisors who aren't Encore customers yet!

It’s likely that venture capital and private equity would tell us this is a terrible idea, but we choose to trust that it is the right thing to do for advisors and their clients.

We’re excited to fix the broken estate planning experience in partnership with our advisors. We believe you are the hero and our team exists to serve you, while you serve your clients.